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Motilal Oswal Flexi Cap Fund(G)-Direct Plan

Motilal Oswal Flexi Cap Fund(G)-Direct Plan

Equity•Direct Growth•High Risk

+10.77%

5Y annualised

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NAV : 23 Oct 2026

₹64.65

Min. SIP amount

₹500

Fund size (AUM)

13446 Cr

Expense ratio

0.87%

Launched on

28 Apr 2014

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

₹8,000

3M6M1Y3Y
Total investment
₹2,88,000
Would've become
₹3,68,911

Stock Allocation

Stock nameSectorAllocation
Kalyan Jewellers India LimitedDiamond & Jewellery8.23%
Eternal LimitedRetailing6.54%
Cg Power And Industrial Solutions LimitedCapital Goods5.65%

Fund Composition

₹13446 Cr

Large Cap

33.19%

Mid Cap

32.41%

Small Cap

28.65%

Others

5.75%

Sector Allocation

₹13446 Cr

Capital Goods

15.44%

Finance

13.98%

Domestic Equities

13.71%

Electricals

10.45%

Diamond & Jewellery

8.23%

It

7.45%

Automobile & Ancillaries

7.22%

Retailing

6.54%

Others

16.97%

Minimum investments

Min. for SIP₹500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 365D, Nil after 365D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

AK

Ajay Khandelwal

Present

AA

Ankit Agarwal

Present

VS

Varun Sharma

Present

RS

Rakesh Shetty

Present

Similar/Peer Fund Comparison

Fund name
I

ITI Flexi Cap Fund(G)-Direct Plan

+17.20%
N

Navi Flexi Cap Fund(G)-Direct Plan

+10.54%
T

TRUSTMF Flexi Cap Fund(G)-Direct Plan

+0.00%
B

Bank of India Flexi Cap Fund(G)-Direct Plan

+17.37%
A

AlphaGrep Flexi Cap Fund(G)-Direct Plan

+0.00%
Q

Quantum Flexi Cap Fund(G)-Direct Plan

+0.00%
A

Abakkus Flexi Cap Fund(G)-Direct Plan

+0.00%
O

Old Bridge Flexi Cap Fund(G)-Direct Plan

+0.00%

FAQs

Motilal Oswal Flexi Cap Fund(G)-Direct Plan is a part of Motilal Oswal Asset Management Company Limited, it was incepted on 28 Apr 2014. This fund is managed by Ajay Khandelwal, Ankit Agarwal, Varun Sharma and Rakesh Shetty. It is a Equity type of fund.

The current NAV of Motilal Oswal Flexi Cap Fund(G)-Direct Plan is ₹64.65 (as of 23 Oct 2026).

Motilal Oswal Flexi Cap Fund(G)-Direct Plan has delivered -6.65% in 1 year, 15.58% in 3 years, and 10.77% in 5 years (annualised).

The minimum SIP amount for Motilal Oswal Flexi Cap Fund(G)-Direct Plan is ₹500.

The expense ratio of Motilal Oswal Flexi Cap Fund(G)-Direct Plan is 0.87%.

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